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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| AZ | RA | APPROVED | 2022-06-22 |
| FL | RA | APPROVED | 2022-06-08 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
701 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meristem Family Wealth Llc | Minnetonka | MN | 07/2003 | 06/2022 |
| Sargent Management Company | Minnetonka | MN | 01/2008 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | Present |
1)ALBUM HEALTH; NOT INVESTMENT RELATED; 1717 Ingersoll Ave, Des Moines, IA 50309; START-UP HEALTH CARE COMPANY IN DES MOINES, IA; BOARD MEMBER; 2013; 2-5 HOURS PER MONTH 2)Insurance Sales; same address; Non-investment related; Approximately 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-21 |
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